Proposal Evaluation Form Generator for England and Wales

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Key Requirements PROMPT example:

Proposal Evaluation Form

"I need a Proposal Evaluation Form for assessing five technical consulting bids for our new IT infrastructure project, with specific emphasis on cybersecurity capabilities and previous experience in financial services, to be completed by March 2025."

Document background
The Proposal Evaluation Form is a critical document in the procurement process under English and Welsh law, designed to ensure fair, transparent, and objective assessment of proposals. This document type is essential when organizations need to evaluate competing bids or proposals systematically. The form typically includes detailed evaluation criteria, scoring methodologies, and assessment guidelines, enabling evaluators to make informed decisions while maintaining compliance with public procurement regulations. The document serves as both a working tool during the evaluation process and as an audit record of the decision-making process.
Suggested Sections

1. Proposal Information: Basic details about the proposal including proposal reference number, submitting organization, date of submission, and contact details

2. Evaluation Criteria: Detailed breakdown of assessment criteria and their respective weightings, including minimum qualifying scores if applicable

3. Scoring Matrix: Definition of the scoring system, scoring methodology, and interpretation guidelines for each score level

4. Evaluator Information: Details of evaluation team members, their roles, responsibilities, and relevant expertise

5. Assessment Summary: Overall evaluation results, total scores, key findings, strengths, weaknesses, and final recommendations

Optional Sections

1. Technical Assessment: Detailed evaluation of technical aspects, specifications, and proposed solutions - used for proposals with significant technical components

2. Financial Assessment: In-depth evaluation of financial elements, cost analysis, and value for money assessment - used when proposal includes substantial financial considerations

3. Risk Assessment: Comprehensive evaluation of potential risks, mitigation strategies, and impact analysis - recommended for high-value or high-risk proposals

Suggested Schedules

1. Schedule 1 - Scoring Guidelines: Detailed guidance document for evaluators explaining how to apply scoring criteria consistently

2. Schedule 2 - Evaluation Matrix Template: Standardized template for recording individual evaluations and comments

3. Schedule 3 - Conflict of Interest Declarations: Standard forms for evaluators to declare any potential conflicts of interest

4. Schedule 4 - Technical Requirements Checklist: Comprehensive checklist for evaluating technical compliance and specifications

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Industries

Public Contracts Regulations 2015: Primary legislation governing public procurement processes in England and Wales, including proposal evaluation procedures and criteria

Utilities Contracts Regulations 2016: Specific regulations for procurement in utilities sectors including water, energy, transport and postal services

Concession Contracts Regulations 2016: Regulations governing the award of concession contracts by public authorities and utilities

UK General Data Protection Regulation (UK GDPR): Legislation governing the processing and handling of personal data, relevant for storing and processing proposal information

Data Protection Act 2018: UK's implementation of data protection standards, complementing UK GDPR requirements

Privacy and Electronic Communications Regulations (PECR): Specific rules for privacy in electronic communications, relevant for digital proposal submissions

Competition Act 1998: Legislation ensuring fair competition and preventing anti-competitive practices in procurement processes

Enterprise Act 2002: Framework for business regulation and competition law enforcement

Equality Act 2010: Legislation ensuring non-discrimination and equal treatment in evaluation processes

Freedom of Information Act 2000: Legislation governing public access to information held by public authorities, including proposal evaluation records

Companies Act 2006: Corporate governance requirements affecting proposal evaluation and business relationships

Local Government Transparency Code: Guidelines for transparency in local government procurement and evaluation processes

Environmental Legislation: Various environmental laws and regulations that may affect proposal evaluation criteria and requirements

EU Retained Law: Former EU legislation retained in UK law post-Brexit affecting procurement and evaluation processes

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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